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When Things Go Wrong In Estate Planning

in Blog
by Russell Sawatsky

A Family Let me tell you about a family and their estate. The family consisted of a widower, Charles, and his two adult sons, William and Harry.* Charles and his late wife had drafted mirror wills years ago. William, the elder son, was the estate trustee,...

Read More

Russ Writes

  • Tax-Free Does Not Mean Rule-Free: Understanding the Limits of a TFSA
  • Taxing What We Earn, Spend, and Leave Behind
  • Downsizing in Retirement: Things to Consider
  • The Case for Cash: Emergency Funds, Sinking Funds, and Liquidity Risk
  • Old Age Security: Bigger, Smaller, or Better Targeted?

Contact

Russell J. Sawatsky
Certified Financial Planner®
T: (519) 852-0318
E: russ@moneyarchitect.ca

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